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Bruce Edward Jensen

Global Retirement Partners LLC

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About Bruce Edward Jensen

Bruce Jensen is a financial advisor with over 25 years of experience in the financial services industry. Bruce currently works with Global Retirement Partners LLC, an independent investment advisor firm, where Bruce provides investment advisory services and financial planning. Bruce has a wide range of experience working with individuals, businesses, and retirement plans. Bruce is also registered with HUB International Investment Services, Inc. for compensation and HUB International for employment. Bruce has held previous positions with several other firms including MML Investors Services, LLC, Hartford Securities Distribution Company, Inc., Hartford Equity Sales Company Inc., NYLIFE Securities Inc., Wells Fargo Brokerage Services, L.L.C., Wells Fargo Investments, LLC, Wells Fargo Securities, LLC, BANC ONE SECURITIES CORPORATION, Fidelity Investments Institutional Services Company, Inc., Fidelity Brokerage Services, Inc., and Intersecurities, Inc.

Firm Information

Bruce Jensen is currently registered with Global Retirement Partners LLC. Global Retirement Partners LLC is an investment advisory firm headquartered in San Rafael, California, with over 500 investment adviser representatives and 328 licensed agents. The firm manages over $140 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Global Retirement Partners offers a range of advisory services, including financial planning, pension consulting, portfolio management, and selection of other advisors. They are registered with the SEC under the number 801-80074 and participate in wrap fee programs.
Global Retirement Partners LLC

4340 REDWOOD HIGHWAY

SAN RAFAEL, CA 94903

$140.72B

Assets Under Management

161

Total Clients

375

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bruce Jensen’s Registration & Firm History

UT

01/06/2020 - Present

Global Retirement Partners LLC (Sandy UT)

MA

01/02/2013 - 04/20/2015

MML DISTRIBUTORS, LLC (SPRINGFIELD MA)

MA

07/15/2013 - 05/28/2014

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

CT

01/01/2009 - 01/02/2013

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)

CA

02/08/2007 - 01/01/2009

HARTFORD EQUITY SALES COMPANY INC. (CARDIFF CA)

UT

01/24/2006 - 01/11/2007

NYLIFE SECURITIES INC. (SALT LAKE CITY UT)

MN

11/29/2002 - 10/12/2005

WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)

CA

01/23/2002 - 11/29/2002

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

04/20/2000 - 01/08/2002

WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)

IL

07/30/1997 - 04/23/1998

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

RI

09/15/1995 - 07/23/1997

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

RI

02/17/1993 - 09/15/1995

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

FL

07/15/1992 - 12/09/1992

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 05/21/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/20/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/1994

Series 7 - General Securities Representative Examination

BC

Issued 07/13/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bruce Edward Jensen.
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